Mutual Advisors, LLC Portfolio Holdings

Mutual Advisors, LLC

  • $3.5 Billion
  • Q3 2024

Mutual Advisors, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.5 Billion distributed in 1097 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $225M, Spdr S&P 500 ETF Trust with a value of $196M, Apple Inc. with a value of $157M, Ishares Core S&P 500 ETF with a value of $110M, and Berkshire Hathaway Inc Class B with a value of $98.2M.

Examining the 13F form we can see an increase of $206M in the current position value, from $3.29B to 3.5B.

Mutual Advisors, LLC is based out at Casper, WY

Below you can find more details about Mutual Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.5 Billion
ETFs: $2.08 Billion
Technology: $420 Million
Financial Services: $255 Million
Healthcare: $149 Million
Consumer Cyclical: $129 Million
Communication Services: $110 Million
Consumer Defensive: $88.6 Million
Industrials: $87.2 Million
Other: $152 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$3.02 Million 0.09% of portfolio
15,511
Q3 2024 Reduced 6.76%
$0
$3.06 Million 0.09% of portfolio
12,561
Q3 2024 Reduced 0.12%
$0
$3.28 Million 0.09% of portfolio
35,009
Q3 2024 Reduced 1.62%
$0
$2.69 Million 0.08% of portfolio
31,586
Q3 2024 Reduced 3.6%
$93.4B
$2.63 Million 0.08% of portfolio
83,737
Q3 2024 Added 175.34%
$120B
$2.83 Million 0.08% of portfolio
54,652
Q3 2024 Reduced 36.49%
$0
$2.83 Million 0.08% of portfolio
111,553
Q3 2024 Added 1.24%
$0
$2.81 Million 0.08% of portfolio
80,751
Q3 2024 Reduced 22.52%
$60.6B
$2.8 Million 0.08% of portfolio
174,709
Q3 2024 Reduced 5.0%
$6.41B
$2.87 Million 0.08% of portfolio
43,552
Q4 2023 Reduced 1.34%
$72.3B
$2.74 Million 0.08% of portfolio
9,064
Q3 2024 Reduced 0.1%
$198B
$2.73 Million 0.08% of portfolio
5,510
Q3 2024 Reduced 2.7%
$0
$2.79 Million 0.08% of portfolio
25,723
Q3 2024 Added 9.37%
$0
$2.73 Million 0.08% of portfolio
30,538
Q3 2024 Added 200.1%
$0
$2.66 Million 0.08% of portfolio
24,093
Q3 2024 Reduced 4.55%
$0
$2.64 Million 0.08% of portfolio
51,901
Q3 2024 Added 4.14%
$44.3B
$2.81 Million 0.08% of portfolio
23,205
Q3 2024 Reduced 1.52%
$0
$2.93 Million 0.08% of portfolio
58,990
Q3 2024 Added 96.41%
$0
$2.7 Million 0.08% of portfolio
71,922
Q3 2024 Reduced 61.22%
$72.6B
$2.63 Million 0.08% of portfolio
57,444
Q3 2024 Reduced 0.15%
$199B
$2.53 Million 0.07% of portfolio
22,231
Q3 2024 Added 1.77%
$223B
$2.3 Million 0.07% of portfolio
6,510
Q3 2024 Reduced 0.6%
$125B
$2.44 Million 0.07% of portfolio
15,951
Q3 2024 Added 2.92%
$83B
$2.48 Million 0.07% of portfolio
21,544
Q3 2024 Reduced 8.14%
$0
$2.29 Million 0.07% of portfolio
39,317
Q3 2024 Added 3.41%
$0
$2.33 Million 0.07% of portfolio
121,197
Q3 2024 Added 121.86%
$0
$2.61 Million 0.07% of portfolio
61,963
Q3 2024 Reduced 12.47%
$188B
$2.31 Million 0.07% of portfolio
12,248
Q3 2024 Reduced 0.29%
$0
$2.58 Million 0.07% of portfolio
77,598
Q3 2024 Reduced 11.89%
$0
$2.43 Million 0.07% of portfolio
19,353
Q3 2024 Added 2.69%
$92.3B
$2.6 Million 0.07% of portfolio
29,418
Q3 2024 Reduced 0.88%
$54.8B
$2.61 Million 0.07% of portfolio
7,629
Q3 2024 Reduced 2.24%
$0
$2.6 Million 0.07% of portfolio
31,241
Q3 2024 Reduced 38.91%
$0
$2.32 Million 0.07% of portfolio
79,449
Q3 2024 Reduced 2.78%
$89.6B
$2.56 Million 0.07% of portfolio
28,340
Q3 2024 Added 2.01%
$0
$2.51 Million 0.07% of portfolio
5,928
Q3 2024 Added 78.88%
$0
$2.32 Million 0.07% of portfolio
24,940
Q3 2024 Added 0.2%
$0
$2.51 Million 0.07% of portfolio
102,366
Q3 2024 Added 33.73%
$140B
$2.45 Million 0.07% of portfolio
20,852
Q3 2024 Added 4.96%
$142B
$2.34 Million 0.07% of portfolio
9,494
Q3 2024 Added 2.72%
$0
$2.32 Million 0.07% of portfolio
39,372
Q3 2024 Reduced 9.15%
$67.6B
$2.52 Million 0.07% of portfolio
21,267
Q3 2024 Added 444.33%
$0
$2.41 Million 0.07% of portfolio
52,766
Q3 2024 Added 1.14%
$71.8B
$2.01 Million 0.06% of portfolio
14,721
Q3 2024 Reduced 22.98%
$226B
$2.13 Million 0.06% of portfolio
7,849
Q3 2024 Added 11.25%
$35.4B
$1.98 Million 0.06% of portfolio
5,154
Q3 2024 Added 13.05%
$121B
$2.03 Million 0.06% of portfolio
7,343
Q3 2024 Reduced 12.41%
$0
$2.08 Million 0.06% of portfolio
146,642
Q3 2024 Added 0.23%
$0
$2 Million 0.06% of portfolio
35,887
Q3 2024 Reduced 0.89%

Summary

  • Portfolio
  • No. of Stocks 1,097
  • Current Value $3.5 Billion
  • Prior Value $3.29 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 96 stocks
  • Additional Purchases 444 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 492 stocks
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